Schlosser Financial Services, Inc.

Overview

Schlosser Financial Services, Inc. is an independent registered investment advisor operating as a corporation and owned by an individual. The firm serves individual and family clients and provides financial planning along with portfolio management for individuals and small businesses. It also conducts insurance brokerage activity. Its compensation model combines a percentage-of-AUM fee with hourly charges. The firm is not an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser; the filing lists an SEC registration year of 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives